Jetbuilt Introduces Summary to Give Project Stakeholders an Instant Visual Overview

Jetbuilt has introduced Summary, a new feature that gives AV and IT teams a quick visual overview of a project’s goals, proposed solution, systems, and overall scope. Powered by Jetbot, the infographic-style view helps executives, project teams, and stakeholders understand the bigger picture without having to review every piece of equipment, scope detail, or pricing information.

Summary also makes it easier for teams across departments and locations to stay aligned, while giving customers a clear introduction to a proposed project. The feature can be added directly to Jetbuilt’s Proposal Builder, allowing the high-level project overview to appear as a dedicated page in exported PDF proposals.

Jetbuilt, the global leader in AV project sales and management software, has introduced Summary, a new feature that presents project goals, the designed solutions and overall scope in a concise, high-level view. Designed for executives, project teams and stakeholders across global organizations, Summary is assembled instantly by Jetbot into an infographic-style overview. Visual blocks show the project need, the solution, the systems involved and how each space’s equipment contributes to that solution.

Rather than presenting project context as a long narrative, Jetbot organizes Summary into visual blocks that stakeholders can scan to understand how the proposal fits together. Executives and project teams can see the connection between a customer’s needs and the recommended approach, while detailed equipment selections, scopes of work and pricing remain available within Jetbuilt for further review.

Summary helps teams share project context across departments, offices and regions. Whether joining a project in progress or reviewing work managed by another team, users can turn to Summary for a clear outline of the project’s objectives and proposed approach.

“Executives and other stakeholders often need to understand a project without spending the time required to examine every product, scope of work and financial detail,” said Paul Dexter, chief executive officer and founder of Jetbuilt. “Powered by Jetbot, Summary instantly brings that context into one view, allowing users to understand the project before deciding whether a deeper review is necessary.”

Additionally, Summary supports collaboration among team members across departments and locations. Employees who enter a project after its initial development can review Summary to understand its objectives, proposed approach and overall scope without reconstructing that information from individual project components. Integrators can also share Summary with customers through Jetbuilt, providing clients with a concise introduction to the proposed project alongside access to supporting information.

Summary can also be quickly added as a page within Jetbuilt’s Proposal Builder, creating a templated proposal page that automatically pulls in the details entered within Summary. When the proposal is exported as a PDF, the Summary page is included, giving customers, executives and other proposal reviewers the same high-level project context directly within the finished proposal.